Rick and Mary Lee Bastin Financial Leadership Lab

Hardware & Software

In the Rick and Mary Lee Bastin Financial Leadership Lab students and faculty have access to a wide range of datafeeds and analytical tools. The lab is equipped with 28 student terminals and 1 instructor terminal. All terminals have two, 19-inch monitors and feature powerful processors. In addition to software available in other labs, the Bastin Lab also provides access to the following list of specialized software.

Software Currently Available

Morningstar Direct

Morningstar Direct (global.morningstar.com/direct/) is an investment analysis platform that provides access to all Morningstar data and institutional research as well as private and third-party content. Students can access global databases of company fundamentals, mutual funds, ETFs, funds of funds as well as hedge funds. Morningstar direct (through quotespeed) provides real-time access to stocks, options, futures and commodities data. It also includes rigorous portfolio analysis and performance attribution tools. Students have the chance to get a certification from Morningstar after demonstrating their ability to use the platform.

William O'Neil Direct Access (WONDA)

William O'Neil Direct Access (http://www.williamoneil.com/) is an online portal that offers access to global database of around 70,000 stocks and funds in more than 70 countries. Students can access and analyze fundamental financial and technical data, stock reports, mutual fund holdings and performance as well as First Call analyst estimates. WONDA Vantage the Excel Add-in for WONDA makes it possible to bring all available data points into an Excel spreadsheet and build dynamic financial models.

fi360 Toolkit for Advisors

The fi360 Toolkit for Advisors (www.fi360.com) provides the analytical, management and reporting features needed to manage and document a prudent investment process - one of the cornerstone tenets of fiduciary duty - through a turn-key system that is easy to use, easy to replicate, and easy to understand. The toolkit aids in delivering clients the same fiduciary standard of care defined in the Prudent Practices for Investment Fiduciaries handbook series and taught in fi360's AIF® and AIFA® Designation Training programs. Think of the fi360 Toolkit as the ultimate fiduciary management system: web-based tools that take you from investment policy statement creation to Watch List management to FINRA-reviewed client reporting. It promotes compliance, reducing your liability and risk.

Oracle Crystal Ball

Oracle Crystal Ball is an Excel Add-in that extends the capabilities of spreadsheet models built in Microsoft Excel.

It is the leading application used in the industry for Risk Analysis, Monte Carlo simulation, optimization and forecasting. Oracle Crystal Ball is used extensively in the Financial Modeling (BADM 430 and BADM 753) classes as we as in the Production and Operations Management (BADM 410) class.